Lead Activity

Create a Follow-Up for a Lead

You can add follow-up for that you created lead.

To add follow up

Hover the mouse on the lead and click on the Action (3 vertical dots) for the record to which you would like to add follow-up and click the Follow-Up button

Enter the details on the follow-up page and save the form

Create a Meeting for a Lead

You can add a Meeting for that you created lead.

To add Meeting

Hover the mouse on the lead and click on the Action (3 vertical dots) for the record to which you would like to add a meeting and click the Meeting button

Enter the details on the meeting page and save the form

Create a Call Log for a Lead

You can add a Call Log for that you created a lead.

To add a Call Log

Hover the mouse on the lead and click on the Action (3 vertical dots) for the record to which you would like to add a call log and click the call log button

Enter the details in the call log page and save form

Create a Task for a Lead

You can add a Task for that you created lead.

To add task

Hover the mouse on the lead and click on the Action menu (3 vertical dots) for the record to which you would like to add a task and click the Task button

Enter the details on the task page and save the form

Convert Lead

You can convert the lead into an opportunity

To convert lead

Hover the mouse on the lead and click on the Action menu (3 vertical dots) for the record that you would like to convert and click the convert button

You need to select pipeline, stage and move this lead to the stage. where you want to move in opportunity and click on the save button